MBio AI Chat Docs
Documentation / Sales & support

Contacts CRM & customer timeline

Unify repeat visitors, identified users, leads and conversations into one customer profile.

Unified contacts

MBio links a visitor to an existing contact using external user ID, email or visitor ID. New conversations and leads can then share the same CRM profile.

Timeline

The Contact page shows important events such as first identification, conversations and lead capture in chronological order, giving sales and support teams context before replying.

Identity API

Use MBioAI.identify() after your own application authenticates a customer. Never send secrets or fields you are not authorized to process.